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RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr

In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Jalina Kerr, managing director of client experience for Schwab Advisor Services. Jalina talks about Schwab’s approach to enhancing the advisor experience, including the group’s work on technology integrations, changes made in the wake of the TDAI integration, and how the firm is trying to follow advisors’ lead when it comes to prioritizing the custodian’s approach to tech development. David and Jalina discuss: How the firm is thinking about the “advisor experience” on the platform, and how they are working to improve it. Schwab’s approach to gathering and acting on advisor feedback in close to real-time. Addressing the challenges and complexities of large-scale platform integration, particularly post-TD Ameritrade merger The growing demand for simplified technology ecosystems, including integrated bundles, and how Schwab aims to meet those needs. Resources: RIA Edge Podcast: http://bit.ly/3YVhfof Connect With David Armstrong: WealthManagement.com: http://bit.ly/3RKHvyY LinkedIn: WealthManagment.com: https://bit.ly/3YkoRAv LinkedIn: David Armstrong:   / djamesarmstrong   Twitter: David Armstrong:   / djamesarmstrong   LinkedIn: Informa: https://bit.ly/3leEF9g Connect With Jalina Kerr: Charles Schwab: https://advisorservices.schwab.com/ LinkedIn: Charles Schwab:   / charles-schwab   LinkedIn: Jalina Kerr:   / jalina-kerr-cs   #podcast #RIA #WealthManagement